Catherine supports families to elevate their offices’ people, processes and technology to align with leading practices.
As a senior manager in the EY US Family Office Advisory Services practice, Catherine has supported the full design and setup of family offices, technology system search and selections — including RPA and content management, the creation of family governance bodies and documents and leading practice and risk diagnostics.
Prior to joining EY US, Catherine was the Director of Finance for a private family office. In her role, she had a wide array of responsibilities, including treasury management, bank loan analysis and compliance, accounting and reporting and cash forecasting.
Catherine started her career in the federal tax department of another Big 4 accounting firm. She has a BBA in Accounting and a Master of Taxation, both from Baylor University. She is also licensed as a CPA in the state of Texas.
How Catherine is building a better working world
“To build a better working world, you must understand that history plays a critical role in the future. As part of EY US Family Office Advisory Services, we support owners, families and the businesses/investments they own to ensure their legacies are preserved and survive for generations.”